Dugdale Charitable Test Tr

Milwaukee, WI
Tax-exempt since Aug. 2008
EIN: 42-6520405

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$106,384

Expenses

$120,231

Net Income

-$13,847

Net Assets

$264,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,126	4.8%
Sales of Assets	$0
Other Income	$481	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,041	73.2%
Compensation of Officers*	$131	0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$264,724
Total Liabilities	$0
Net Assets	$264,724

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$131	$0

990-PF

Filed on May 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$63,351

Expenses

$140,820

Net Income

-$77,469

Net Assets

$278,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,313	10.0%
Sales of Assets	$0
Other Income	$141	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,086	63.3%
Compensation of Officers*	$345	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$278,570
Total Liabilities	$0
Net Assets	$278,570

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$345	$0

990-PF

Filed on May 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$108,557

Expenses

$112,231

Net Income

-$3,674

Net Assets

$356,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,174	2.0%
Sales of Assets	$0
Other Income	$145	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,202	47.4%
Compensation of Officers*	$1,145	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$356,041
Total Liabilities	$0
Net Assets	$356,041

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$1,145	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$124,970

Expenses

$48,671

Net Income

$76,299

Net Assets

$359,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,350	2.8%
Compensation of Officers*	$3,500	7.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,713
Total Liabilities	$0
Net Assets	$359,713

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$3,500	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$111,017

Expenses

$50,090

Net Income

$60,927

Net Assets

$283,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77	0.1%
Sales of Assets	$0
Other Income	$900	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,500	3.0%
Compensation of Officers*	$3,500	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$283,415
Total Liabilities	$1
Net Assets	$283,414

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$3,500	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$29,697

Expenses

$34,687

Net Income

-$4,990

Net Assets

$222,487

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$543	1.8%
Sales of Assets	$0
Other Income	$250	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,720	5.0%
Compensation of Officers*	$3,500	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,488
Total Liabilities	$1
Net Assets	$222,487

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$3,500	$0

990-PF

Filed on May 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$62,990

Expenses

$321,455

Net Income

-$258,465

Net Assets

$227,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$286	0.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,193	93.4%
Compensation of Officers*	$1,639	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,478
Total Liabilities	$0
Net Assets	$227,478

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$1,639	$0

990-PF

Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$144,445

Expenses

$260,057

Net Income

-$115,612

Net Assets

$400,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,615	1.1%
Sales of Assets	$14,546	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,861	83.4%
Compensation of Officers*	$3,200	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,593
Total Liabilities	$0
Net Assets	$400,593

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$3,200	$0

990-PF

Filed on April 28, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$107,298

Expenses

$87,002

Net Income

$20,296

Net Assets

$516,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,709	1.6%
Sales of Assets	$4,270	4.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,070	30.0%
Compensation of Officers*	$3,200	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$516,211
Total Liabilities	$0
Net Assets	$516,211

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$3,200	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$47,881

Expenses

$98,349

Net Income

-$50,468

Net Assets

$495,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,139	4.5%
Sales of Assets	$10,887	22.7%
Other Income	$34,855	72.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,819	96.4%
Compensation of Officers*	$3,188	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$495,917
Total Liabilities	$0
Net Assets	$495,917

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,188	$0

990-PF

Filed on May 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$61,096

Expenses

$26,991

Net Income

$34,105

Net Assets

$546,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,691	4.4%
Sales of Assets	$6,585	10.8%
Other Income	$51,820	84.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,562	79.9%
Compensation of Officers*	$3,200	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,320
Total Liabilities	$0
Net Assets	$546,320

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$3,200	$0

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$88,825

Expenses

$52,055

Net Income

$36,770

Net Assets

$512,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,920	3.3%
Sales of Assets	$7,102	8.0%
Other Income	$78,803	88.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,070	92.3%
Compensation of Officers*	$3,200	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$512,215
Total Liabilities	$0
Net Assets	$512,215

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,200	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$48,828

Expenses

$74,216

Net Income

-$25,388

Net Assets

$475,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,910	3.9%
Sales of Assets	$2,362	4.8%
Other Income	$44,556	91.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,063	95.8%
Compensation of Officers*	$3,133	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$475,445
Total Liabilities	$1
Net Assets	$475,444

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$79,743

Expenses

$111,842

Net Income

-$32,099

Net Assets

$500,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,130	2.7%
Sales of Assets	$919	1.2%
Other Income	$76,694	96.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,534	96.1%
Compensation of Officers*	$2,836	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$501,189
Total Liabilities	$356
Net Assets	$500,833

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Dugdale Charitable Test Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

Fiscal Year Ending Dec.
2010

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2009

Fiscal Year Ending Dec.
2008

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2007

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2005

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2004

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2003